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Cascades Capital Asset Management’s Truist Financial TFC Stock Holding History

Cascades Capital Asset Management’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$305K Buy
6,118
+152
+3% +$7.48K 0.11% 103
2026
Q1 		$274K Buy
5,966
+31
+0.5% +$1.53K 0.12% 111
2025
Q4 		$292K Buy
5,935
+34
+0.6% +$1.57K 0.12% 107
2025
Q3 		$270K Sell
5,901
-67
-1% -$3.02K 0.12% 106
2025
Q2 		$257K Buy
5,968
+39
+0.7% +$1.53K 0.13% 92
2025
Q1 		$244K Buy
5,929
+1,245
+27% +$55.5K 0.13% 101
2024
Q4 		$203K Buy
+4,684
New +$209K 0.11% 106

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cascades Capital Asset Management's TFC Position: Q2 2026 in Review

Cascades Capital Asset Management increased its Truist Financial (TFC) stake by 2.5% in Q2 2026, buying an estimated $7.48K and bringing the position to 6,118 shares worth $305K. The position accounts for 0.11% of the portfolio, ranked #103.

Cascades Capital Asset Management first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. 1,703 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Cascades Capital Asset Management held 6,118 shares of Truist Financial worth $305K as of Q2 2026.
  • Cascades Capital Asset Management bought 152 Truist Financial shares in Q2 2026, an estimated $7.48K.
  • Truist Financial made up 0.11% of Cascades Capital Asset Management's portfolio in Q2 2026, its #103 holding.
  • Cascades Capital Asset Management first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.